MELVIN S CUTLER CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MELVIN S CUTLER CHARITABLE FOUNDATION (EIN 04-2733957)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2025-02-22
- IRS object ID
- 202540539349100204
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-22T08:34:33-06:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042687094 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENBERG ROSENBLATT KULL & BITSOLI PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 MAIN STREET SUITE 400 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016150034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042733957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELVIN S CUTLER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GREENBERGROSENBLATT KULL & BITSOLI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELV | BusinessNameControlTxt |
| Phone | 5087910901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 MAIN STREET 400 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016150034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELVIN S CUTLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5087910901 | PhoneNum |
| Signature | 2025-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J HAYES CPA | PreparerPersonNm |
| PTIN | P00162301 | PTIN |
| Phone | 5087910901 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,786,840 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,326,125 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $526,147 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $526,147 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$245,378 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,396,536 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,606,894 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $526,147 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,240 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,897 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,897 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,690 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,690 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,611 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,929 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,643 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,956 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,472 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,087,773 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,087,773 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,200,854 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,472 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,087,773 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $406,040 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $432,675 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $392,586 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $117,888 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,888 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $100,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $100,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $100,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $100,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $851,101 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $391,746 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $399,087 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,536,156 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,478,697 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,073,594 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $782,926 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,175,294 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,237,292 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,084,143 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,903,940 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,858,261 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $15,331 | OtherAssetsBOYAmt |
| Other Assets EOY | $718 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $718 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,762,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,168,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,786,840 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,762,243 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,168,283 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,762,243 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,168,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,762,243 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,168,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,762,243 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $406,040 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,168,283 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,168,283 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (123 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BAYCOAST BK SWANSEA MASS CD 5.05% 11/16/2023 | P | 2023-05-22 | 2023-11-16 | $100,000 | $99,927 | $73 | $73 |
| CITIZENS BK NA RI CD 5.3% 3/21/2024 | P | 2023-03-24 | 2024-03-21 | $100,000 | $100,380 | -$380 | -$380 |
| ENERGIZER HLDGS INC (FORMERLY ENERGIZER HOLDINGS INC 7.5% SERI A) | P | 2020-12-02 | 2023-11-07 | $47,119 | $58,922 | -$11,803 | -$11,803 |
| ENERGIZER HLDGS INC (FORMERLY ENERGIZER HOLDINGS INC 7.5% SERI A) | P | 2021-03-01 | 2023-11-08 | $14,522 | $17,913 | -$3,391 | -$3,391 |
| ENERGIZER HLDGS INC (FORMERLY ENERGIZER HOLDINGS INC 7.5% SERI A) | P | 2021-08-04 | 2023-11-08 | $33,135 | $40,615 | -$7,480 | -$7,480 |
| ENERGIZER HLDGS INC (FORMERLY ENERGIZER HOLDINGS INC 7.5% SERI A) | P | 2020-12-02 | 2023-11-08 | $25,824 | $32,539 | -$6,715 | -$6,715 |
| ENERGIZER HLDGS INC (FORMERLY ENERGIZER HOLDINGS INC 7.5% SERI A) | P | 2021-08-04 | 2023-11-16 | $25,975 | $30,585 | -$4,610 | -$4,610 |
| ENERGIZER HLDGS INC (FORMERLY ENERGIZER HOLDINGS INC 7.5% SERI A) | P | 2021-08-13 | 2023-11-16 | $37,793 | $44,000 | -$6,207 | -$6,207 |
| ENERGIZER HLDGS INC (FORMERLY ENERGIZER HOLDINGS INC 7.5% SERI A) | P | 2022-03-16 | 2023-11-16 | $1,891 | $1,630 | $261 | $261 |
| ENERGIZER HLDGS INC (FORMERLY ENERGIZER HOLDINGS INC 7.5% SERI A) | P | 2022-06-17 | 2023-11-16 | $2,176 | $1,647 | $529 | $529 |
| ENERGIZER HLDGS INC (FORMERLY ENERGIZER HOLDINGS INC 7.5% SERI A) | P | 2022-09-13 | 2023-11-16 | $2,026 | $1,665 | $361 | $361 |
| ENERGIZER HLDGS INC (FORMERLY ENERGIZER HOLDINGS INC 7.5% SERI A) | P | 2022-12-16 | 2023-11-16 | $1,664 | $1,683 | -$19 | -$19 |
| ENERGIZER HLDGS INC (FORMERLY ENERGIZER HOLDINGS INC 7.5% SERI A) | P | 2023-03-16 | 2023-11-16 | $1,774 | $1,697 | $77 | $77 |
| ENERGIZER HLDGS INC (FORMERLY ENERGIZER HOLDINGS INC 7.5% SERI A) | P | 2023-06-13 | 2023-11-16 | $1,794 | $1,712 | $82 | $82 |
| ENERGIZER HLDGS INC (FORMERLY ENERGIZER HOLDINGS INC 7.5% SERI A) | P | 2023-09-15 | 2023-11-16 | $1,748 | $1,703 | $45 | $45 |
| ENERGIZER HLDGS INC (FORMERLY ENERGIZER HOLDINGS INC 7.5% SERI A) | P | 2023-09-15 | 2023-11-17 | $25 | $25 | $0 | $0 |
| FIFTH THIRD BK CINCINNATII CD 5.15% 5/14/2024 | P | 2023-05-18 | 2024-05-14 | $100,000 | $100,201 | -$201 | -$201 |
| GREAT AJAX CORP 7.25 CV PFD | P | 2022-05-04 | 2024-01-31 | $24,886 | $24,940 | -$54 | -$54 |
| HCI GROUP INC BOND 4.75% 6/1/2042 (CORP BOND) | P | 2023-07-11 | 2024-01-26 | $129,017 | $97,663 | $31,354 | $31,354 |
| HCI GROUP INC BOND 4.75% 6/1/2042 (CORP BOND) | P | 2023-08-15 | 2024-01-26 | $32,254 | $24,471 | $7,783 | $7,783 |
| HCI GROUP INC BOND 4.75% 6/1/2042 (CORP BOND) | P | 2023-08-24 | 2024-01-26 | $32,254 | $23,921 | $8,333 | $8,333 |
| HCI GROUP INC BOND 4.75% 6/1/2042 (CORP BOND) | P | 2023-07-11 | 2024-01-26 | $12,902 | $9,780 | $3,122 | $3,122 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2020-01-10 | 2023-11-08 | $23,980 | $46,920 | -$22,940 | -$22,940 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2020-03-10 | 2023-11-08 | $23,994 | $43,780 | -$19,786 | -$19,786 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2020-03-12 | 2023-11-08 | $10,034 | $15,129 | -$5,095 | -$5,095 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2020-03-23 | 2023-11-15 | $23,534 | $34,540 | -$11,006 | -$11,006 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2020-03-31 | 2023-11-15 | $11,767 | $19,435 | -$7,668 | -$7,668 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2020-09-11 | 2023-11-15 | $30,594 | $57,443 | -$26,849 | -$26,849 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2020-09-21 | 2023-11-15 | $5,755 | $10,825 | -$5,070 | -$5,070 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2020-03-12 | 2023-11-15 | $13,693 | $21,051 | -$7,358 | -$7,358 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2020-09-21 | 2023-11-20 | $44,634 | $80,269 | -$35,635 | -$35,635 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2020-09-21 | 2023-11-22 | $22,152 | $40,135 | -$17,983 | -$17,983 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2020-10-09 | 2023-11-28 | $4,952 | $8,764 | -$3,812 | -$3,812 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2021-09-27 | 2023-11-28 | $1,646 | $2,910 | -$1,264 | -$1,264 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2022-01-07 | 2023-11-28 | $1,194 | $2,370 | -$1,176 | -$1,176 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2022-04-06 | 2023-11-28 | $1,354 | $2,383 | -$1,029 | -$1,029 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2022-07-06 | 2023-11-28 | $1,518 | $2,397 | -$879 | -$879 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2022-10-05 | 2023-11-28 | $1,997 | $2,474 | -$477 | -$477 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2023-01-06 | 2023-11-28 | $1,730 | $2,496 | -$766 | -$766 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2020-09-21 | 2023-11-28 | $884 | $1,581 | -$697 | -$697 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2023-04-06 | 2023-11-28 | $2,084 | $2,514 | -$430 | -$430 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2023-07-11 | 2023-11-28 | $2,392 | $2,537 | -$145 | -$145 |
| INTERNATIONAL FLAVORS & FRAGRANCES INC 6% | P | 2023-10-05 | 2023-11-28 | $2,926 | $2,563 | $363 | $363 |
| MEDICAL PROPERTIES TRUST INC. | P | 2017-08-02 | 2023-12-18 | $8,339 | $18,261 | -$9,922 | -$9,922 |
| MEDICAL PROPERTIES TRUST INC. | P | 2017-09-12 | 2023-12-18 | $8,339 | $19,168 | -$10,829 | -$10,829 |
| MEDICAL PROPERTIES TRUST INC. | P | 2017-10-10 | 2023-12-18 | $2,780 | $6,224 | -$3,444 | -$3,444 |
| MEDICAL PROPERTIES TRUST INC. | P | 2017-07-14 | 2023-12-18 | $8,339 | $18,103 | -$9,764 | -$9,764 |
| MEDICAL PROPERTIES TRUST INC. | P | 2017-10-11 | 2024-05-22 | $7,815 | $18,763 | -$10,948 | -$10,948 |
| MEDICAL PROPERTIES TRUST INC. | P | 2018-02-08 | 2024-05-22 | $7,815 | $17,398 | -$9,583 | -$9,583 |
| MEDICAL PROPERTIES TRUST INC. | P | 2018-02-20 | 2024-05-22 | $1,563 | $3,576 | -$2,013 | -$2,013 |
| MEDICAL PROPERTIES TRUST INC. | P | 2017-10-10 | 2024-05-22 | $5,210 | $12,449 | -$7,239 | -$7,239 |
| MEDICAL PROPERTIES TRUST INC. | P | 2018-02-20 | 2024-05-29 | $6,216 | $14,303 | -$8,087 | -$8,087 |
| MEDICAL PROPERTIES TRUST INC. | P | 2020-03-20 | 2024-05-29 | $10,360 | $27,238 | -$16,878 | -$16,878 |
| MEDICAL PROPERTIES TRUST INC. | P | 2020-04-01 | 2024-05-31 | $2,530 | $7,842 | -$5,312 | -$5,312 |
| MEDICAL PROPERTIES TRUST INC. | P | 2020-09-25 | 2024-05-31 | $5,060 | $16,371 | -$11,311 | -$11,311 |
| MEDICAL PROPERTIES TRUST INC. | P | 2021-04-30 | 2024-05-31 | $2,530 | $10,865 | -$8,335 | -$8,335 |
| MEDICAL PROPERTIES TRUST INC. | P | 2021-10-11 | 2024-05-31 | $2,024 | $7,867 | -$5,843 | -$5,843 |
| MEDICAL PROPERTIES TRUST INC. | P | 2021-11-10 | 2024-05-31 | $1,518 | $6,279 | -$4,761 | -$4,761 |
| MEDICAL PROPERTIES TRUST INC. | P | 2020-03-20 | 2024-05-31 | $2,530 | $6,809 | -$4,279 | -$4,279 |
| MEDICAL PROPERTIES TRUST INC. | P | 2022-06-13 | 2024-06-18 | $4,820 | $16,630 | -$11,810 | -$11,810 |
| MEDICAL PROPERTIES TRUST INC. | P | 2022-07-14 | 2024-06-18 | $1,497 | $4,908 | -$3,411 | -$3,411 |
| MEDICAL PROPERTIES TRUST INC. | P | 2022-10-13 | 2024-06-18 | $2,250 | $4,998 | -$2,748 | -$2,748 |
| MEDICAL PROPERTIES TRUST INC. | P | 2022-12-15 | 2024-06-18 | $964 | $2,376 | -$1,412 | -$1,412 |
| MEDICAL PROPERTIES TRUST INC. | P | 2023-01-12 | 2024-06-18 | $2,006 | $5,133 | -$3,127 | -$3,127 |
| MEDICAL PROPERTIES TRUST INC. | P | 2023-04-05 | 2024-06-18 | $3,293 | $5,650 | -$2,357 | -$2,357 |
| MEDICAL PROPERTIES TRUST INC. | P | 2022-04-14 | 2024-06-18 | $1,076 | $4,553 | -$3,477 | -$3,477 |
| MEDICAL PROPERTIES TRUST INC. | P | 2023-04-13 | 2024-06-25 | $2,936 | $5,312 | -$2,376 | -$2,376 |
| MEDICAL PROPERTIES TRUST INC. | P | 2023-07-13 | 2024-06-25 | $2,854 | $5,692 | -$2,838 | -$2,838 |
| MEDICAL PROPERTIES TRUST INC. | P | 2023-10-12 | 2024-06-25 | $2,747 | $3,033 | -$286 | -$286 |
| MEDICAL PROPERTIES TRUST INC. | P | 2024-01-11 | 2024-06-25 | $4,221 | $3,118 | $1,103 | $1,103 |
| MEDICAL PROPERTIES TRUST INC. | P | 2023-04-05 | 2024-06-25 | $81 | $139 | -$58 | -$58 |
| MEDICAL PROPERTIES TRUST INC. | P | 2024-05-01 | 2024-06-25 | $2,102 | $2,059 | $43 | $43 |
| MEDICAL PROPERTIES TRUST INC. | P | 2024-05-01 | 2024-06-28 | $433 | $440 | -$7 | -$7 |
| MERCK & CO INC | P | 2020-06-22 | 2024-04-24 | $25,400 | $14,627 | $10,773 | $10,773 |
| MERCK & CO INC | P | 2020-06-22 | 2024-04-25 | $25,362 | $14,627 | $10,735 | $10,735 |
| MERCK & CO INC | P | 2020-06-22 | 2024-04-26 | $25,362 | $14,627 | $10,735 | $10,735 |
| MERCK & CO INC | P | 2020-06-22 | 2024-04-30 | $13,174 | $7,314 | $5,860 | $5,860 |
| MERCK & CO INC | P | 2020-06-22 | 2024-04-30 | $26,344 | $14,627 | $11,717 | $11,717 |
| MERCK & CO INC | P | 2020-06-22 | 2024-06-10 | $13,075 | $7,314 | $5,761 | $5,761 |
| MERCK & CO INC | P | 2020-06-22 | 2024-06-11 | $13,136 | $7,314 | $5,822 | $5,822 |
| MERCK & CO INC | P | 2020-06-23 | 2024-06-21 | $64,468 | $36,723 | $27,745 | $27,745 |
| MERCK & CO INC | P | 2020-06-22 | 2024-06-21 | $116,043 | $65,823 | $50,220 | $50,220 |
| MORGAN STANLEY BK CD 5.1% 05/09/2024 | P | 2023-05-15 | 2024-05-09 | $100,000 | $100,194 | -$194 | -$194 |
| ORIENTAL BANK BROKERED INSTL CD 5.35% 2/14/2024 | P | 2023-11-22 | 2024-02-14 | $100,000 | $99,942 | $58 | $58 |
| RPT REALTY 7.25% | P | 2022-07-13 | 2023-12-01 | $52,750 | $48,000 | $4,750 | $4,750 |
| UNITED STATES TREASURY 0.00% 1/18/2024 | P | 2023-10-24 | 2024-01-18 | $100,000 | $100,000 | $0 | $0 |
| UNITED STATES TREASURY 0.00% 3/14/2024 | P | 2023-12-18 | 2024-03-14 | $100,000 | $100,000 | $0 | $0 |
| UNITED STATES TREASURY 0.00% 3/14/2024 | P | 2023-09-20 | 2024-03-14 | $100,000 | $100,000 | $0 | $0 |
| UNITED STATES TREASURY 0.00% 3/26/2024 | P | 2024-01-02 | 2024-03-26 | $100,000 | $100,000 | $0 | $0 |
| UNITED STATES TREASURY 0.00% 6/20/2024 | P | 2024-03-22 | 2024-06-20 | $100,000 | $100,000 | $0 | $0 |
| UNITED STATES TREASURY 0.00% 6/27/2024 | P | 2024-01-03 | 2024-06-27 | $100,000 | $100,000 | $0 | $0 |
| UNITED STATES TREASURY 0.12500% 09/15/2023 | P | 2023-03-21 | 2023-09-15 | $100,000 | $100,000 | $0 | $0 |
| UNITED STATES TREASURY 0.12500% 09/15/2023 | P | 2022-09-14 | 2023-09-15 | $100,000 | $100,000 | $0 | $0 |
| UNITED STATES TREASURY 0.12500% 10/15/2023 | P | 2022-10-20 | 2023-10-16 | $100,000 | $100,000 | $0 | $0 |
| UNITED STATES TREASURY 0.75000% 12/31/2023 | P | 2022-12-28 | 2024-01-02 | $100,000 | $100,000 | $0 | $0 |
| UNITED STATES TREASURY 1.375% 09/30/2023 | P | 2023-03-30 | 2023-10-02 | $100,000 | $100,000 | $0 | $0 |
| UNITED STATES TREASURY 1.375% 09/30/2023 | P | 2023-03-28 | 2023-10-02 | $100,000 | $100,000 | $0 | $0 |
| UNITED STATES TREASURY 1.75% 6/30/24 | P | 2022-06-27 | 2024-07-01 | $100,000 | $100,000 | $0 | $0 |
| UNITED STATES TREASURY 2.12500% 03/31/2024 | P | 2022-09-28 | 2024-04-01 | $100,000 | $100,000 | $0 | $0 |
| UNITED STATES TREASURY 2.75% 11/15/2023 | P | 2023-02-07 | 2023-11-15 | $25,000 | $25,000 | $0 | $0 |
| UNITED STATES TREASURY 2.75% 2/15/2024 | P | 2023-02-22 | 2024-02-15 | $50,000 | $50,000 | $0 | $0 |
| VERIZON COMMUNICATIONS | P | 2021-10-08 | 2023-08-02 | $13,636 | $21,536 | -$7,900 | -$7,900 |
| VERIZON COMMUNICATIONS | P | 2021-09-30 | 2023-08-02 | $20,454 | $32,454 | -$12,000 | -$12,000 |
| VERIZON COMMUNICATIONS | P | 2021-10-15 | 2023-08-15 | $33,300 | $52,500 | -$19,200 | -$19,200 |
| VERIZON COMMUNICATIONS | P | 2021-10-21 | 2023-08-15 | $33,300 | $53,288 | -$19,988 | -$19,988 |
| VERIZON COMMUNICATIONS | P | 2022-02-01 | 2023-08-15 | $2,052 | $3,200 | -$1,148 | -$1,148 |
| VERIZON COMMUNICATIONS | P | 2022-03-28 | 2023-08-15 | $16,650 | $25,480 | -$8,830 | -$8,830 |
| VERIZON COMMUNICATIONS | P | 2022-05-02 | 2023-08-15 | $2,431 | $3,559 | -$1,128 | -$1,128 |
| VERIZON COMMUNICATIONS | P | 2021-10-08 | 2023-08-15 | $19,980 | $32,304 | -$12,324 | -$12,324 |
| VERIZON COMMUNICATIONS | P | 2022-08-01 | 2023-08-15 | $2,653 | $3,606 | -$953 | -$953 |
| VERIZON COMMUNICATIONS | P | 2022-09-09 | 2023-08-15 | $26,640 | $32,848 | -$6,208 | -$6,208 |
| VERIZON COMMUNICATIONS | P | 2022-11-01 | 2023-08-15 | $3,761 | $4,251 | -$490 | -$490 |
| VERIZON COMMUNICATIONS | P | 2023-02-01 | 2023-08-15 | $3,503 | $4,324 | -$821 | -$821 |
| VERIZON COMMUNICATIONS | P | 2023-05-01 | 2023-08-15 | $3,818 | $4,393 | -$575 | -$575 |
| VERIZON COMMUNICATIONS | P | 2023-05-25 | 2023-08-15 | $9,990 | $10,782 | -$792 | -$792 |
| VERIZON COMMUNICATIONS | P | 2023-05-26 | 2023-08-15 | $6,660 | $7,183 | -$523 | -$523 |
| VERIZON COMMUNICATIONS | P | 2023-06-01 | 2023-08-15 | $3,330 | $3,483 | -$153 | -$153 |
| VERIZON COMMUNICATIONS | P | 2023-08-01 | 2023-08-15 | $4,744 | $4,859 | -$115 | -$115 |
| ABBVIE INC | P | 2023-05-15 | 2024-04-19 | $5,284 | $4,680 | $604 | $604 |
| ABBVIE INC | P | 2023-02-15 | 2024-04-19 | $11,186 | $10,360 | $826 | $826 |
| ISRAEL BOND 8TH JUBILEE 4.1% 5/1/24 | P | 2014-05-19 | 2024-05-09 | $25,000 | $25,000 | $0 | $0 |
| SETTLEMENT FUNDS | P | $10,146 | $10,146 | $10,146 | |||
| CAPITAL GAINS DIVIDENDS | P | $12,063 | $12,063 | $12,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$245,378 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,014 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,014 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,014 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $386 | OverpaymentAmt |
| Applied To ES Tax | $386 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TRUSTEE | IndividualWithBooksNm |
| Phone | 5087910901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 MAIN STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016150034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MELVIN S CUTLER | ||||||||
| PO BOX 16903 | CLEARWATER | FL | 337666903 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FREDERIC MULLIGAN | ||||||||
| C/O CUTLER ASSOC PO BOX 15049 | WORCESTER | MA | 01615 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| DOUGLAS CUTLER | ||||||||
| 1440 SE 15TH STREET | FORT LAUDERDALE | FL | 33316 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| ELIZABETH J CUTLER | ||||||||
| PO BOX 96 | EAST ORLAND | ME | 044310096 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| ROBERT ADLER | ||||||||
| C/O SEDER CHANDLER 339 MAIN ST | WORCESTER | MA | 01608 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| BARBARA CROSBIE | ||||||||
| C/O CUTLER CAPITAL MGMT 306 MAIN ST | WORCESTER | MA | 016081518 | BOARD SECRETARY | 1.00 | $4,000 | $0 | $0 |
| KELLY CUTLER | ||||||||
| C/O CCM 306 MAIN STREET 2ND FL | WORCESTER | MA | 01615 | TRUSTEE | 1.00 | $1,360 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,630,228 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $282,249 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $100,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,012,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,012,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $210,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,802,290 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $690,115 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $690,115 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,014 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,014 | TotalTaxAmt |
| Distributable Before Adj | $684,101 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $684,101 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $684,101 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,087,773 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,087,773 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $684,101 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $157,485 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $238,003 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $395,488 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,087,773 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $684,101 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $403,672 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $799,160 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $157,485 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $641,675 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $238,003 | ExcessFromYear4Amt |
| Excess From Current Year | $403,672 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MELVIN S CUTLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 141 SMALL GRANTS EACH UNDER 1000 ALL TO PUBLIC CHARITIES | |||||||
| 306 MAIN ST | WORCESTER | MA | 01615 | NONE | OTHER PUBLIC CHARITY | GENERAL | $20,049 |
| ABBY'S HOUSE | |||||||
| 52 HIGH ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $12,530 |
| ADOPT A STUDENT PROGRAM - DIOCESE WORCESTER | |||||||
| 49 ELM STREET | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,100 |
| AISH CAMPUS BOSTON | |||||||
| 14 EMBASSY RD | BRIGHTON | MA | 02135 | NONE | OTHER PUBLIC CHARITY | GENERAL | $18,000 |
| AMERICA GIVES - AMERICAN SUPPORT FOR ISRAEL | |||||||
| PO BOX 3263 | WASHINGTON | DC | 20010 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,600 |
| AMERICAN FRIENDS OF NATAL INC | |||||||
| 1120 AVENUE OF THE AMERICAS | RENSSELAER | NY | 10036 | NONE | OTHER PUBLIC CHARITY | GENERAL | $33,600 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 FIFTH AVENUE 42ND FLOOR | NEW YORK | NY | 10110 | NONE | OTHER PUBLIC CHARITY | GENERAL | $21,600 |
| ANTI-DEFAMATION LEAGUE NE REGION | |||||||
| 40 COURT ST 12 | BOSTON | MA | 02108 | NONE | OTHER PUBLIC CHARITY | GENERAL | $30,000 |
| ARTS WORCESTER | |||||||
| 44 PORTLAND ST | WORCESTER | MA | 01608 | NONE | OTHER PUBLIC CHARITY | GENERAL | $7,300 |
| ARTSWAVE | |||||||
| 20 EAST CENTRAL PARKWAY | CINCINNATI | OH | 45202 | NONE | OTHER PUBLIC CHARITY | GENERAL | $22,274 |
| BIG BROTHER BIG SISTER OF CENTRAL MASS | |||||||
| 484 MAIN ST SUITE 360 | WORCESTER | MA | 01608 | NONE | OTHER PUBLIC CHARITY | GENERAL | $5,000 |
| BROWARD CENTER FOR THE PERFORMING ARTS | |||||||
| 201 SW 5TH AVE | FORT LAUDERDALE | FL | 33312 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| CHABAD LUBAVITCH OF CENTRAL MASS | |||||||
| 22 NEWTON AVE | WORCESTER | MA | 01602 | NONE | OTHER PUBLIC CHARITY | GENERAL | $21,800 |
| CLARK HILLEL | |||||||
| 950 MAIN ST | WORCESTER | MA | 01610 | NONE | OTHER PUBLIC CHARITY | GENERAL | $15,000 |
| CONCORD LAND CONSERVATION TRUST | |||||||
| SUDBURY RD | CONCORD MA | MA | 01742 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| CONGREGATION BETH EL | |||||||
| 105 HUDSON RD | SUDBURY | MA | 01776 | NONE | OTHER PUBLIC CHARITY | GENERAL | $9,640 |
| COPPERHEAD CHARITIES INC | |||||||
| 36750 US HIGHWAY 19 NORTH | PALM HARBOR | FL | 34684 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| FRIENDS OF UNITED HATZALAH | |||||||
| 208 EAST 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | NONE | OTHER PUBLIC CHARITY | GENERAL | $146,500 |
| GENESIS CLUB INC | |||||||
| 274 LINCOLN ST | WORCESTER | MA | 01605 | NONE | OTHER PUBLIC CHARITY | GENERAL | $12,000 |
| GRACE CHRISTIAN CHURCH | |||||||
| PO BOX 540184 | WALTHAM | MA | 024540184 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| HERITAGE HOUSE - JERUSALEM | |||||||
| 2410 115TH STREET | RICHMOND HILL | NY | 11418 | NONE | OTHER PUBLIC CHARITY | GENERAL | $7,200 |
| HOLOCAUST & HUMAN RIGHTS CENTER OF MAINE | |||||||
| 46 UNIVERSITY DR | AUGUSTA | ME | 04330 | NONE | OTHER PUBLIC CHARITY | GENERAL | $12,000 |
| IMPACT ISRAEL | |||||||
| 4340 E W HWY 202 | BETHESDA | MD | 20814 | NONE | OTHER PUBLIC CHARITY | GENERAL | $34,000 |
| ISEF FOUNDATION | |||||||
| 520 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | OTHER PUBLIC CHARITY | GENERAL | $48,000 |
| JEWISH FEDERATION OF CENTRAL MASS | |||||||
| 633 SALISBURY ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $138,680 |
| JEWISH HEALTHCARE CENTER | |||||||
| 633 SALISBURY ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,900 |
| JEWISH HERITAGE MOVEMENT | |||||||
| 14 UXBRIDGE ST | STATEN ISLAND | NY | 10314 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | NONE | OTHER PUBLIC CHARITY | GENERAL | $151,500 |
| MASS AUDUBON BROAD MEADOW BROOK CENTER | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| MASS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | OTHER PUBLIC CHARITY | GENERAL | $58,000 |
| OHEL AVRAHAM | |||||||
| P O BOX 95016 | PALATINE | IL | 60095 | NONE | OTHER PUBLIC CHARITY | GENERAL | $18,600 |
| PEF ISRAEL ENDOWMENT FUND | |||||||
| 630 THIRD AVE RM 1500 | NEW YORK | NY | 10017 | NONE | OTHER PUBLIC CHARITY | GENERAL | $72,000 |
| PROJECT NEW HOPE | |||||||
| 70 JAMES ST 157 | WORCESTER | MA | 01603 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| RAINBOW CHILD DEVELOPMENT CENTER | |||||||
| 10 EDWARD ST | WORCESTER | MA | 01605 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,000 |
| ST JOHN'S FOOD FOR THE POOR CENTER | |||||||
| 44 TEMPLE ST | WORCESTER | MA | 01604 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,000 |
| ST PETER'S CATHOLIC CHURCH | |||||||
| 929 MAIN ST | WORCESTER | MA | 01610 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,600 |
| UMMS HUDSON HOAGLUND SOCIETY | |||||||
| 333 SOUTH STREET | SHREWSBURY | MA | 01545 | NONE | OTHER PUBLIC CHARITY | GENERALGENERAL | $1,000 |
| WATER4 MERCY | |||||||
| 3026 OAKMONT DR | CLEARWATER | FL | 33761 | NONE | OTHER PUBLIC CHARITY | GENERAL | $50,000 |
| WISDOM CIRCLE OUTREACH INC | |||||||
| 6429 NW 50TH ST | LAUDERHIL | FL | 33319 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,100 |
| WORCESTER PUBLIC LIBRARY FOUNDATION | |||||||
| SALEM ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,600 |
| WORCESTER STATE FOUNDATION INC | |||||||
| 486 CHANDLER ST | WORCESTER | MA | 01602 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,700 |
| ASSUMPTION UNIVERSITY | |||||||
| 500 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| BAR HARBOR MUSIC FESTIVAL | |||||||
| 58 COTTAGE STREET | BAR HARBOR | ME | 04609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| CCNY HILLEL | |||||||
| 160 CONVENT AVE | NEW YORK | NY | 10031 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| CENTER FOR WOMEN & ENTERPRISE (CENTRAL MA) | |||||||
| 300 MAIN ST | WORCESTER | MA | 01608 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| CHABAD TERROR VICTIMS INC | |||||||
| 478 ALBANY AVENUE 136 | NEW YORK | NY | 11203 | NONE | OTHER PUBLIC CHARITY | GENERAL | $10,000 |
| CHRIST CHURCH | |||||||
| 89 BEAVER BROOK PKWY | WORCESTER | MA | 01603 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| HILLEL AT PENNSYLVANIA STATE UNIVERSITY | |||||||
| 180 S GARNER ST | STATE COLLEGE | PA | 16801 | NONE | OTHER PUBLIC CHARITY | GENERALGENERAL | $1,900 |
| ISRAAID (US) | |||||||
| 9663 SANTA MONICA BLVD BOX 3848 | BEVERLY HILLS | CA | 90210 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| JEWISH FEDERATION OF FLORIDAS GULF COAST | |||||||
| 13191 STARKEY RD STE 8 | LARGO | FL | 33773 | NONE | OTHER PUBLIC CHARITY | GENERAL | $11,000 |
| JUDAIC STUDIES UNIVERSITY OF MAINE | |||||||
| 5776 THE MAPLES | ORONO | ME | 04469 | NONE | OTHER PUBLIC CHARITY | GENERAL | $7,200 |
| MABEL WADSWORTH CENTER | |||||||
| 7010 MT HOPE AVE 420 | BANGOR | ME | 04401 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| MISSION22 | |||||||
| 694 N LARCH ST 420 | SISTERS | OR | 97759 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| NIMBUS DANCE COMPANY | |||||||
| 329 WARREN ST | JERSEY CITY | NJ | 07302 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| NORTHEAST OPPORTUNITIES FOR WELLNESS INC | |||||||
| 488 E PUTNAM RD | PUTNAM | CT | 06260 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| THE TORAH CENTER | |||||||
| 2 BROOKSHIRE ROAD | WORCESTER | MA | 01609 | OTHER PUBLIC CHARITY | GENERAL | $3,600 | |
| VETERAN'S INC | |||||||
| 69 GROVE ST | WORCESTER | MA | 01605 | OTHER PUBLIC CHARITY | GENERAL | $30,000 | |
| YWCA MOUNT DESERT ISLAND | |||||||
| 36 MT DESERT ST | BAR HARBOR | ME | 04609 | OTHER PUBLIC CHARITY | GENERAL | $1,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,087,773 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $526,147 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$245,378 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $280,769 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $280,769 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MELVIN S CUTLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16903 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33766 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,326,125 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 12,500 SHARES MERCK & CO. INC | NoncashPropertyDesc |
| Fair Market Value | $1,326,125 | FairMarketValueAmt |
| Received | 2023-08-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES -GRKB | CategoryTxt |
| Amt | $19,897 | Amt |
| Net Investment Income | $19,897 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $1,175,294 | EOYBookValueAmt |
| EOYFMV | $1,237,292 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $10,478,697 | EOYBookValueAmt |
| EOYFMV | $11,073,594 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $391,746 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $399,087 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,903,940 | BookValueAmt |
| EOYFMV | $1,858,261 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES RECEIVABLE | Desc |
| BOY Book Value | $15,331 | BOYBookValueAmt |
| EOY Book Value | $718 | EOYBookValueAmt |
| EOYFMV | $718 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASS FILING FEE | $500 | $500 | $0 |
| BANK SERVICE CHARGES | $5,381 | $5,381 | $0 |
| OFFICE SUPPLIES | $1,687 | $0 | $0 |
| ENERGY TRANSFER LP K-1 | $13,075 | $13,075 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $51,690 | Amt |
| Net Investment Income | $51,690 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL | $5,682 | $0 | $0 |
| FOREIGN TAX | $2,929 | $2,929 | $0 |